SMR市场规模增速测算 SMR商用装机容量规模2030-2050年将从1GWe爆发增长至122.25 GWe，年平均新增装机容量6.11 GWe，复合增速为27.16%。图：全球核电装机预测（GWe）图：全球核电装机预测（GWe）100080060040020003720202346112030E95070661122.252040E2050EWorld Nuclear Power TotalSMR Total20232030E2040E2050EWorld Nuclear Power Total372SMR Total0461170661950122.25资料来源：IAEA，HTI* Note: High2 is a forecast based on the IAEA, combined with an optimistic forecast under the premise of high growth demand for AI data centers in the United StatesFor full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com40
